Implementation Analyst

Reposted Yesterday
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Boise, ID
Hybrid
Junior
Fintech • Software • Financial Services
See Clearly. Act Confidently.
The Role
Implementation Analysts aid in onboarding clients to the SaaS platform, customizing solutions, providing training, and managing client relationships throughout the implementation process.
Summary Generated by Built In

Job Summary: 

Implementation Analysts are responsible for aiding the onboarding process for new clients onto the company's SaaS platform and service model. They collaborate with both clients and various Clearwater teams to assess requirements and customize solutions. These solutions are tailored to fulfill the client's accounting, compliance monitoring, performance measurement, risk analysis, and reporting necessities. 

 

Responsibilities: 

  • Demonstrates a deep understanding of Clearwater's core value proposition and effectively communicates its value to clients. 

  • Takes charge of the onboarding process for clients onto Clearwater's platform. 

  • Conducts comprehensive training sessions for Clearwater's clients, ensuring they become proficient in using the Clearwater platform. 

  • Communicates project status, issues, and risks in an effective and transparent manner. 

  • Skillfully troubleshoots and resolves customer issues that may arise during the implementation phase. 

  • Manages client and internal stakeholder relationships adeptly throughout the entire implementation process. 

  • Provides valuable consultancy services to clients, ensuring that their goals align with the established project plans and objectives. 

  • Identifies and promptly escalates any identified risks and issues to the Project Manager for appropriate action. 

  • Applies acquired skills, procedures, and best practices in decision-making to successfully complete various tasks. 

  • Earns trust by consistently delivering accurate, timely, and comprehensive responses to routine inquiries, both in written and verbal contexts. 

 

Required Skills:  

  • Understanding of TVOM, duration, yield, returns, and risk exposures. 

  • Intermediate Technical Skills in Excel (basic formulas and formatting) 

  • Knowledge of investment accounting policies and procedures preferred. 

  • Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income preferred. 

  • Project management skills preferred. 

  • Strong computer skills, including proficiency in Microsoft Office.  

  • Excellent attention to detail and strong documentation skills.  

  • Outstanding verbal and written communication skills.  

  • Strong organizational and interpersonal skills. 

  • Exceptional problem-solving abilities. 

Education and Experience:  

  • Bachelor's degree in related field. 

  • 2+ years of relevant experience.  

  • Experience with relational database principles and SQL querying. 

What we offer:

  • Business casual atmosphere in a flexible working environment 

  • Team focused culture that promotes innovation and ownership 

  • Access cutting edge investment reporting technology and expertise

  • Defined and undefined career pathways allowing you to grow your own way 

  • Competitive medical, dental, vision, and life insurance benefits

  • Maternity and paternity leave 

  • Personal Time Off and Volunteer Time Off to give back to the community

  • RSUs as well as employee stock purchase plan and 401k with match  

  • Work from anywhere 3 weeks out of the year 

  • Work from home Fridays

Top Skills

Excel
MS Office
SQL

What the Team is Saying

Dan
Andrew
Cynthia
Liz
Alok
Dori
Ahmad
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The Company
HQ: Chicago, IL
1,100 Employees
Year Founded: 1997

What We Do

Enfusion, a Clearwater Analytics company (NYSE: CWAN), helps investment managers solve their most pressing challenges by approaching innovation from a fundamentally different perspective. Our cloud-native, multi-tenant architecture powers continuous innovation, non-disruptive upgrades, and unmatched speed to market for institutional investors. We empower them to see clearly—so they can act with confidence.

From hedge funds to asset managers, we support firms in streamlining operations and scaling efficiently, so they can remain focused on performance and strategy. Our global team supports over 14,500 investment managers across nine global offices on four continents.

Follow Clearwater (https://builtin.com/company/clearwater-analytics) to stay informed on how we’re driving the future of investment technology—together.

Why Work With Us

Enfusion is your opportunity to pursue your passion, showcase and further develop your skills, and launch a meaningful and rewarding career. Our environment is collaborative and entrepreneurial. We’re self-starters who work together to solve challenges and propel our mission forward. Enfusion is where your future meets the future of finance.

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Enfusion, a Clearwater Analytics company Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
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